Zacks Investment Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29M | Sell |
66,568
-1,159
| -2% | -$548K | 0.23% | 105 |
|
|
2025
Q4 | $34.6M | Sell |
67,727
-164
| -0.2% | -$80K | 0.27% | 95 |
|
|
2025
Q3 | $32.3M | Buy |
67,891
+3,093
| +5% | +$1.56M | 0.26% | 98 |
|
|
2025
Q2 | $32.5M | Buy |
64,798
+76
| +0.1% | +$35.2K | 0.28% | 97 |
|
|
2025
Q1 | $30.1M | Buy |
64,722
+1,695
| +3% | +$817K | 0.28% | 98 |
|
|
2024
Q4 | $29.8M | Sell |
63,027
-8,360
| -12% | -$3.99M | 0.28% | 96 |
|
|
2024
Q3 | $33.9M | Buy |
71,387
+7,762
| +12% | +$3.6M | 0.29% | 89 |
|
|
2024
Q2 | $26.8M | Buy |
63,625
+3,636
| +6% | +$1.45M | 0.3% | 85 |
|
|
2024
Q1 | $23.6M | Buy |
59,989
+4,957
| +9% | +$1.91M | 0.25% | 101 |
|
|
2023
Q4 | $21.5M | Buy |
55,032
+812
| +1% | +$282K | 0.26% | 103 |
|
|
2023
Q3 | $17.1M | Buy |
54,220
+1,668
| +3% | +$567K | 0.22% | 109 |
|
|
2023
Q2 | $18.3M | Buy |
52,552
+3,357
| +7% | +$1.06M | 0.23% | 104 |
|
|
2023
Q1 | $15.1M | Buy |
49,195
+2,476
| +5% | +$748K | 0.2% | 115 |
|
|
2022
Q4 | $13M | Buy |
46,719
+476
| +1% | +$130K | 0.18% | 118 |
|
|
2022
Q3 | $11.2M | Sell |
46,243
-718
| -2% | -$209K | 0.18% | 117 |
|
|
2022
Q2 | $12.8M | Buy |
46,961
+2,481
| +6% | +$742K | 0.19% | 116 |
|
|
2022
Q1 | $15M | Sell |
44,480
-932
| -2% | -$313K | 0.21% | 112 |
|
|
2021
Q4 | $17.7M | Buy |
45,412
+2,117
| +5% | +$817K | 0.25% | 101 |
|
|
2021
Q3 | $15.4M | Buy |
43,295
+838
| +2% | +$316K | 0.24% | 100 |
|
|
2021
Q2 | $15.4M | Buy |
42,457
+2,544
| +6% | +$847K | 0.25% | 104 |
|
|
2021
Q1 | $11.9M | Sell |
39,913
-425
| -1% | -$120K | 0.21% | 108 |
|
|
2020
Q4 | $11.7M | Buy |
40,338
+9
| +0% | +$2.52K | 0.22% | 110 |
|
|
2020
Q3 | $11.7M | Buy |
40,329
+2,115
| +6% | +$604K | 0.24% | 107 |
|
|
2020
Q2 | $10.5M | Buy |
38,214
+750
| +2% | +$191K | 0.23% | 103 |
|
|
2020
Q1 | $7.92M | Sell |
37,464
-1,657
| -4% | -$403K | 0.19% | 108 |
|
|
2019
Q4 | $9.29M | Buy |
39,121
+394
| +1% | +$87.6K | 0.17% | 111 |
|
|
2019
Q3 | $7.93M | Buy |
38,727
+489
| +1% | +$103K | 0.16% | 119 |
|
|
2019
Q2 | $7.47M | Buy |
+38,238
| New | +$7.26M | 0.15% | 119 |
|
|
2018
Q1 | – | Sell |
-5,511
| Closed | -$813K | – | 581 |
|
|
2017
Q4 | $813K | Buy |
5,511
+1,067
| +24% | +$156K | 0.02% | 438 |
|
|
2017
Q3 | $619K | Buy |
+4,444
| New | +$584K | 0.01% | 440 |
|
|
2014
Q1 | – | Sell |
-22,613
| Closed | -$1.77M | – | 729 |
|
|
2013
Q4 | $1.77M | Sell |
22,613
-3,333
| -13% | -$244K | 0.07% | 180 |
|
|
2013
Q3 | $1.82M | Buy |
25,946
+973
| +4% | +$63.9K | 0.08% | 181 |
|
|
2013
Q2 | $1.52M | Buy |
+24,973
| New | +$1.52M | 0.07% | 180 |
|
Other funds holding MCO
VCM
VPM
PAM
Zacks Investment Management's MCO Position: Q1 2026 in Review
Zacks Investment Management reduced its Moody's (MCO) stake by 1.7% in Q1 2026, selling an estimated $548K and leaving 66,568 shares worth $29M. The position accounts for 0.23% of the portfolio, ranked #105.
Zacks Investment Management first reported a position in MCO in Q2 2013 and has held it in 33 quarters since. The position peaked at $34.6M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Zacks Investment Management held 66,568 shares of Moody's worth $29M as of Q1 2026.
- Zacks Investment Management sold 1,159 Moody's shares in Q1 2026, an estimated $548K.
- Moody's made up 0.23% of Zacks Investment Management's portfolio in Q1 2026, its #105 holding.
- Zacks Investment Management first reported a position in Moody's in Q2 2013 and has held it in 33 quarters since.
- Zacks Investment Management's Moody's position peaked at $34.6M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.